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CIK: 0002012356
Total reported value
$194.9M
$194.9M
122 檔
18.3%
As reported in its official Q3 2025 Form 13F filing, Secured Retirement Advisors, LLC's tracked investment portfolio stood at $194.9M with 122 total positions.
Secured Retirement Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 12 new positions while fully exiting 9 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STXF | Strive 500 ETF | ETF-Other | 5.22% | +0.02% | -8.17% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.09% | -0.16% | +0.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.08% | +0.02% | -0.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.52% | +0.11% | +1.59% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.00% | -0.35% | -4.20% | |
| 6 | GLW | Corning Inc | Stock-Tech | 2.46% | -1.81% | -15.20% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.05% | -0.38% | -1.08% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.95% | -0.66% | -5.36% | |
| 9 | ED | Consolidated Edison Inc | Stock-Utilities | 1.80% | -2.12% | EXIT | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.64% | -0.04% | -2.40% | |
| 11 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.55% | -1.76% | EXIT | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | -0.15% | +10.83% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.45% | +1.09% | -22.03% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.42% | -0.21% | -0.54% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | -0.31% | +5.19% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | +0.75% | +9.86% | |
| 17 | ITW | Illinois Tool Works | Stock-Industrials | 1.39% | -1.52% | EXIT | |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.31% | -0.02% | +0.89% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.27% | -0.18% | -3.33% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.26% | -0.68% | -0.26% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.21% | +0.01% | -6.97% | |
| 22 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.17% | -0.57% | +13.22% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.14% | -1.31% | +94.27% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.13% | -0.04% | -23.84% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -1.81% | EXIT | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.04% | -0.14% | -9.35% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 1.01% | +0.96% | -5.22% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 1.00% | +0.33% | -1.02% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.56% | +8.07% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.53% | +4.14% | |
| 31 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.92% | -0.04% | -4.71% | |
| 32 | C | Citigroup Inc | Stock-Financials | 0.89% | -0.42% | +2.28% | |
| 33 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.88% | -1.02% | EXIT | |
| 34 | NEM | Newmont CORP | Stock-Materials | 0.87% | +0.33% | -17.76% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | +0.59% | -16.11% | |
| 36 | UHS | Universal Health Services-b | Stock-Healthcare | 0.87% | — | — | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | +0.03% | -24.63% | |
| 38 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.84% | -0.11% | -20.67% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.82% | -22.76% | |
| 40 | BPOP | Popular Inc | Stock-Financials | 0.83% | +0.09% | -19.32% | |
| 41 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.83% | — | -15.77% | |
| 42 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.80% | -0.08% | -18.67% | |
| 43 | COHR | Coherent CORP | Stock-Tech | 0.79% | -0.01% | -4.43% | |
| 44 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.78% | -0.52% | EXIT | |
| 45 | TT | Trane Technologies plc | Stock-Industrials | 0.77% | — | +10.43% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.77% | +0.20% | NEW | |
| 47 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 0.76% | -0.01% | -8.84% | |
| 48 | SAUG | Ft Vest US Small Cap Moderat | ETF-Small Cap | 0.74% | -0.06% | -7.15% | |
| 49 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.73% | -0.05% | -6.84% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.08% | +19.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.8% | +0.89% | Add |
| 2 | ED | Consolidated Edison Inc | +0.8% | +38.16% | Add |
| 3 | GLW | Corning Inc | +0.6% | -15.20% | Trim |
| 4 | MSFT | Microsoft CORP | +0.6% | -0.12% | Trim |
| 5 | AVGO | Broadcom Inc | +0.6% | +10.83% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -5.36% | Add |
| 7 | NVDA | Nvidia CORP | +0.5% | +0.50% | Trim |
| 8 | ORCL | Oracle CORP | +0.5% | -3.33% | Trim |
| 9 | XOM | Exxon Mobil CORP | +0.5% | — | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +9.86% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.4% | -0.26% | Add |
| 12 | CL | Colgate-palmolive Co | +0.3% | +62.82% | Add |
| 13 | BNY | Bank Of New York Mellon CORP | +0.3% | +13.22% | Add |
| 14 | BA | Boeing Co/the | +0.3% | -2.45% | Add |
| 15 | TEX | Terex CORP | +0.3% | +37.53% | Add |
| 16 | COHR | Coherent CORP | +0.2% | -4.43% | Trim |
| 17 | C | Citigroup Inc | +0.2% | +2.28% | Add |
| 18 | BWXT | Bwx Technologies Inc | +0.2% | -18.67% | Trim |
| 19 | LEN | Lennar Corp-a | +0.2% | +6.86% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.2% | +5.19% | Add |
| 21 | AAPL | Apple Inc | +0.2% | +1.59% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | -1.08% | Add |
| 23 | STXF | Strive 500 ETF | -0.3% | -8.17% | Trim |
| 24 | JPST | Jpmorgan Ultra-short Income | -0.4% | -30.00% | Trim |
| 25 | ONL | Orion Properties Inc. | -0.4% | -24.51% | Trim |
| 26 | AMGN | Amgen Inc | -0.5% | -67.37% | Trim |
| 27 | UPS | United Parcel Service-cl B | -0.6% | -69.67% | Trim |
| 28 | UNH | Unitedhealth Group Inc | -0.7% | -74.78% | Trim |
| 29 | HELO | Jpmorgan Hedged Equity ETF | -1.6% | -62.92% | Trim |
| 30 | IHDG | Wisdomtree International Hed | — | EXIT | Sold out |
| 31 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 32 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 33 | UHS | Universal Health Services-b | — | NEW | New buy |
| 34 | SPGI | S&p Global Inc | — | EXIT | Sold out |
| 35 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 36 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 37 | RTX | Rtx CORP | — | NEW | New buy |
| 38 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | New buy |
| 40 | AON | Aon plc | — | EXIT | Sold out |
| 41 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | New buy |
| 42 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | — | NEW | New buy |
| 43 | CMI | Cummins Inc | — | EXIT | Sold out |
| 44 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 45 | TXT | Textron Inc | — | NEW | New buy |
| 46 | ANET | Arista Networks Inc | — | EXIT | Sold out |
| 47 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
| 48 | CTAS | Cintas CORP | — | NEW | New buy |
| 49 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 50 | AMD | Advanced Micro Devices | — | NEW | New buy |
According to official SEC Form 13F filings, Secured Retirement Advisors, LLC reported a total U.S. public equity portfolio value of $194.9M across 122 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including STXF, NVDA, MSFT) accounted for 18.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
IEFA
市值: $2.5M
Top Position Liquidated / Trimmed
IHDG
前期市值: $2.6M
During Q3 2025, Secured Retirement Advisors, LLC's top holdings by market value included STXF (5.2%)、NVDA (4.1%)、MSFT (4.1%). The largest single position, STXF, represented 5.2% of total portfolio value.
In Q3 2025, Secured Retirement Advisors, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 15 positions, trimming 14 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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